Follow-The-Filings

GILEAD SCIENCES, INC.

Foster City, CA 4 13Fs · since 2025 Q3

  • $1.6B
  • 5 Positions
  • 2026 Q2
  • −22.1% QoQ
  • Top 5 100.0%

Portfolio

2026 Q2 · filed 8/3/2026 · 5 long

top 5 100.0% · top 10 100.0%

AUM over time

2026 Q2 $1.6B −22.1% QoQ
2025 Q3 · $1.8B 2025 Q3 · $1.8B
Q3'25
2025 Q4 · $1.9B · +8.1% QoQ 2025 Q4 · $1.9B · +8.1% QoQ
Q4'25
2026 Q1 · $2.1B · +9.4% QoQ 2026 Q1 · $2.1B · +9.4% QoQ
Q1'26
2026 Q2 · $1.6B · −22.1% QoQ 2026 Q2 · $1.6B · −22.1% QoQ
Q2'26

Latest book

2026 Q2 2026 Q1 · filed 5d ago

RCUS - Arcus Biosciences 58.76% Hold $969M 31,424,760 $30.83 $969M
Lakefront Biotherapeu… 30.34% Hold $500M 16,707,477 $29.94 $500M
ASMB - Assembly Biosciences 8.30% Add +10.5% $137M 4,977,089 $27.48 $137M +471,698 +$12M
Kyverna Therapeutics 2.23% Hold $37M 4,126,119 $8.91 $37M
Xilio Therapeutics 0.38% Hold $6M 650,389 $9.58 $6M
ACLXGBX - Arcellx 36.44% Exit $772M 0 $114.82 $772M −6,720,803 −$772M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.

filings history

4 periods · normalized AUM · click period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 5 $1.6B −22.1% 13F-HR 8/3/2026 000112329226001034
2026 Q1 6 $2.1B +9.4% 13F-HR 5/8/2026 000112329226000642
2025 Q4 6 $1.9B +8.1% 13F-HR 2/12/2026 000112329226000164
2025 Q3 9 $1.8B 13F-HR 11/13/2025 000112329225000642

GILEAD SCIENCES, INC.

4 processed 13Fs · since 2025 Q3

SEC filing name
GILEAD SCIENCES, INC.
Location
Foster City, CA
All SEC filings
View on sec.gov